Return sales, redeem credit and deliver customer documents

How to do it

1. A completed purchase uses one shared Order and its automatically numbered original invoice. Print or download its PDF from checkout, Shifts & sales, Finance or the signed-in customer account.
2. The customer receives the invoice as a PDF email attachment through configured email delivery. Email invoice or Email document sends a copy or retries a failed send. Acceptance is recorded separately from confirmed delivery. Downloading an attachment does not require a customer-portal login.
3. With return access, confirm a full saleable-stock return. It restores quantities and individual unit identities, reverses cost and issues one linked credit note with its own automatic document number. Download, print or email the credit note from the original sale.
4. A paid credit note creates a credit code for that customer and original currency. Enter it in Coupons & credit notes and Apply codes & review total. Credit pays all or part of the new invoice; unused value remains available.
5. Promotional coupons use the separate coupon field and the existing offer eligibility, expiry, audience and use limits. They reduce eligible prices and associated tax. Credit-note redemption is payment and does not discount the new sale revenue or tax.
6. Only remaining credit can be refunded after verifying the actual bank payment or cash handover. Cash refunds require a matching-currency open drawer with enough recorded funds. Redemptions and refunds share one atomic balance; spent value cannot be refunded again.

Still need help?

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